Sequences

Recurring updates that go out on their own — monthly reports to paying clients, demo-expiry warnings to prospects, win-backs to the dormant. Set the rhythm once and stop remembering.

Running51 paused

Sent all time761across every sequence

Open rate54%409 opens

Reply rate11%the only number that matters

Client PulsemonthlyRunning

Traffic, calls and reviews for the month, plus one recommendation. Sent to every paying client on the 1st.

Every paying client · 11 people next Aug 4 (22d ago)

Sent170

Opened44%

Replied12%

Review Engine RecapweeklyRunning

New reviews this week + a nudge to reply to any that are still unanswered.

Review Engine clients · 0 people next Aug 5 (21d ago)

Sent97

Opened48%

Replied15%

Demo Expiry WarningweeklyRunning

Fires at day 11 of a live demo. Scarcity that's actually true.

Live demos · 8 people next Aug 6 (20d ago)

Sent86

Opened63%

Replied14%

Care Plan DigestmonthlyRunning

Uptime, backups taken, edits made, plugin/dependency updates. Proof the retainer is doing something.

Care Plan holders · 5 people next Aug 7 (19d ago)

Sent120

Opened49%

Replied11%

Quarterly Strategy NudgequarterlyRunning

A short, specific list. Half of these turn into upsells.

Every paying client · 11 people next Aug 16 (10d ago)

Sent208

Opened63%

Replied8%

Dormant Client Re-engagequarterlyPaused

For clients with no touch in 90 days. Currently paused.

Dormant clients · 0 people next Sep 3 (in 8d)

Sent80

Opened56%

Replied6%